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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,384 | $342,274-62.5% | $342,274-62.5% | $339,457-62.2% |
| Participation rate | 100.0% | 19.5%+80.5pp | 14.4%+85.6pp | 43.9%+56.1pp |
| Annual return | 7.86% | 7.83%0pp | 8.34%-0.5pp | 13.05%-5.2pp |
| Employer contribution / active EE | $3,667 | $34,993-89.5% | $30,790-88.1% | $37,651-90.3% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $48-100.0% |
| Admin fee / account holder | $4,750 | $47,069-89.9% | $47,069-89.9% | $31,074-84.7% |